Retirement Wealth Solutions’s US Bancorp USB Stock Holding History

Retirement Wealth Solutions’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2K	Buy	219 +3	+1%	+$168	0.01%	200
2026 Q1	$11.2K	Sell	216 -125	-37%	-$6.87K	0.01%	197
2025 Q4	$18.2K	Sell	341 -4	-1%	-$197	0.01%	167
2025 Q3	$16.7K	Sell	345 -90	-21%	-$4.26K	0.01%	175
2025 Q2	$19.7K	Buy	435 +1	+0.2%	+$42	0.01%	149
2025 Q1	$18.3K	Hold	434	–	–	0.01%	146
2024 Q4	$20.6K	Buy	+434	New	+$21.4K	0.02%	137

Other funds holding USB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's USB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its US Bancorp (USB) stake by 1.4% in Q2 2026, buying an estimated $168 and bringing the position to 219 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #200.

Retirement Wealth Solutions first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6K in Q4 2024. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Retirement Wealth Solutions held 219 shares of US Bancorp worth $13.2K as of Q2 2026.
Retirement Wealth Solutions bought 3 US Bancorp shares in Q2 2026, an estimated $168.
US Bancorp made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #200 holding.
Retirement Wealth Solutions first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's US Bancorp position peaked at $20.6K in Q4 2024.
346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.